RC
RC

Rashaan Coleman

7 Years of Experience
Los Angeles, CA
Broker

Rashaan Coleman is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

444 South Flower Street,34th Floor, Los Angeles, CA, 90071

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rashaan is a board member and vice chair for the Coalition for Engaged Education, spending minimal time on it. He also volunteers for Wings for Widows, dedicating minimal time to consulting.

Employment History
Current Registrations
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
May 2019 - June 2019 · 1 mo
Fidelity Brokerage Services LLCBroker
November 2018 - June 2019 · 7 mos
State Registrations31 states
ALAZCACOCTFLGAHIIDKYMAMDMEMIMNMOMTNCNJNVNYOHORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.